How is FASEA impacting our industry?

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There are many financial planners who may not have formal studies and qualifications, but who have clearly demonstrated an ethical, professional attitude and behaved in a manner that has allowed them to forge strong relationships over many years. In many cases they are also maintaining Continuing Professional Development (CPD) at more than minimum standards. However, […]

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Fee for no service exposed

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The early findings from the Financial Services Royal Commission makes for some interesting reading. While some of the news may not shock you, there are some key takeaways that clients of financial planners should be critically assessing. What is a Fee Disclosure Statement (FDS)? The Future of Financial Advice (FoFA) reforms that came into effect […]

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Crucial conversations: achieving an estate plan that stands the test of time

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If you are a person who has achieved a stage of financial independence, it is vital that you have an effective Estate Plan to protect you and your family. An Estate Plan is not limited to having a Will. It generally involves more complex decisions around the control of your personal, family and business affairs […]

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